See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,278 | $89,698-64.0% | $103,464-68.8% | $80,874-60.1% |
| Participation rate | 80.5% | 76.0%+4.5pp | 80.5%0pp | 67.6%+12.8pp |
| Annual return | 10.96% | 22.78%-11.8pp | 23.91%-12.9pp | 35.62%-24.7pp |
| Employer contribution / active EE | $508 | $4,018-87.3% | $4,677-89.1% | $2,756-81.6% |
| Participant deferral / active EE | $4,491 | $5,456-17.7% | $6,624-32.2% | $4,297+4.5% |
| Admin fee / account holder | $238 | $6,768-96.5% | $9,410-97.5% | $6,935-96.6% |